See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,708 | $158,398-85.7% | $126,539-82.1% | $142,382-84.1% |
| Participation rate | 57.9% | 75.8%-17.9pp | 69.8%-11.9pp | 80.1%-22.2pp |
| Annual return | 27.21% | 593.76%-566.5pp | 425.95%-398.7pp | 217.08%-189.9pp |
| Employer contribution / active EE | $493 | $4,650-89.4% | $3,674-86.6% | $4,299-88.5% |
| Participant deferral / active EE | $3,363 | $4,767-29.4% | $4,083-17.6% | $6,507-48.3% |
| Admin fee / account holder | $10 | $6,918-99.9% | $6,065-99.8% | $12,624-99.9% |